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Guide to Annual Planning: Designing a forecasting & budgeting process to help clients achieve their goals

For many clients, the annual planning process conjures up images of days spent in windowless meeting rooms, debating for hours to develop a set of projections that everyone will immediately ignore, and will probably be outdated before the first quarter concludes.

It doesn’t have to be that way. You can help clients develop a practical, flexible roadmap – an annual plan – for reaching their goals that they’ll actually use. And with the latest planning, budgeting and forecasting tools from Jirav, you can do it in a way that isn’t a time-consuming burden.

In this comprehensive guide to annual planning, you’ll get detailed insights on how to deliver on each of the pillars of annual planning. Use it as a template for launching, building, and refining your clients and your own annual planning practices.